Goals-based investing is an approach which aims to help people meet a range of personal and lifestyle goals in a straightforward and simple way. It does this by placing people’s goals at the centre of the investment process and aims to build investment products that do the same.
Our multi-asset group specialises in the construction and management of goals-based portfolio solutions which focus on total return outcomes or specific goals such as generating a reliable income stream.
AMP Capital’s goals-based solutions offer an efficient and cost effective way of managing your investments by combining different asset classes, fund managers and funds management styles in a single investment portfolio.
Goals-based solutions offer:
exposure to multiple asset classes and sectors
the flexibility to respond to changing market conditions
a globally diversified range of opportunities
access to some of the world’s most recognised investment managers
the potential for smoother investment returns and risk protection